# Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors # License: GNU General Public License v3. See license.txt from __future__ import unicode_literals import frappe import datetime from frappe import _, msgprint, scrub from frappe.defaults import get_user_permissions from frappe.utils import add_days, getdate, formatdate, get_first_day, date_diff from erpnext.utilities.doctype.address.address import get_address_display from erpnext.utilities.doctype.contact.contact import get_contact_details from erpnext.exceptions import PartyFrozen, InvalidCurrency, PartyDisabled, InvalidAccountCurrency class DuplicatePartyAccountError(frappe.ValidationError): pass @frappe.whitelist() def get_party_details(party=None, account=None, party_type="Customer", company=None, posting_date=None, price_list=None, currency=None, doctype=None): if not party: return {} if not frappe.db.exists(party_type, party): frappe.throw(_("{0}: {1} does not exists").format(party_type, party)) return _get_party_details(party, account, party_type, company, posting_date, price_list, currency, doctype) def _get_party_details(party=None, account=None, party_type="Customer", company=None, posting_date=None, price_list=None, currency=None, doctype=None, ignore_permissions=False): out = frappe._dict(set_account_and_due_date(party, account, party_type, company, posting_date, doctype)) party = out[party_type.lower()] if not ignore_permissions and not frappe.has_permission(party_type, "read", party): frappe.throw(_("Not permitted for {0}").format(party), frappe.PermissionError) party = frappe.get_doc(party_type, party) set_address_details(out, party, party_type) set_contact_details(out, party, party_type) set_other_values(out, party, party_type) set_price_list(out, party, party_type, price_list) out["taxes_and_charges"] = set_taxes(party.name, party_type, posting_date, company, out.customer_group, out.supplier_type) if not out.get("currency"): out["currency"] = currency # sales team if party_type=="Customer": out["sales_team"] = [{ "sales_person": d.sales_person, "allocated_percentage": d.allocated_percentage or None } for d in party.get("sales_team")] return out def set_address_details(out, party, party_type): billing_address_field = "customer_address" if party_type == "Lead" \ else party_type.lower() + "_address" out[billing_address_field] = frappe.db.get_value("Address", {party_type.lower(): party.name, "is_primary_address":1}, "name") # address display out.address_display = get_address_display(out[billing_address_field]) # shipping address if party_type in ["Customer", "Lead"]: out.shipping_address_name = frappe.db.get_value("Address", {party_type.lower(): party.name, "is_shipping_address":1}, "name") out.shipping_address = get_address_display(out["shipping_address_name"]) def set_contact_details(out, party, party_type): out.contact_person = frappe.db.get_value("Contact", {party_type.lower(): party.name, "is_primary_contact":1}, "name") if not out.contact_person: out.update({ "contact_person": None, "contact_display": None, "contact_email": None, "contact_mobile": None, "contact_phone": None, "contact_designation": None, "contact_department": None }) else: out.update(get_contact_details(out.contact_person)) def set_other_values(out, party, party_type): # copy if party_type=="Customer": to_copy = ["customer_name", "customer_group", "territory", "language"] else: to_copy = ["supplier_name", "supplier_type", "language"] for f in to_copy: out[f] = party.get(f) # fields prepended with default in Customer doctype for f in ['currency'] \ + (['sales_partner', 'commission_rate'] if party_type=="Customer" else []): if party.get("default_" + f): out[f] = party.get("default_" + f) def get_default_price_list(party): """Return default price list for party (Document object)""" if party.default_price_list: return party.default_price_list if party.doctype == "Customer": price_list = frappe.db.get_value("Customer Group", party.customer_group, "default_price_list") if price_list: return price_list return None def set_price_list(out, party, party_type, given_price_list): # price list price_list = filter(None, get_user_permissions().get("Price List", [])) if isinstance(price_list, list): price_list = price_list[0] if len(price_list)==1 else None if not price_list: price_list = get_default_price_list(party) if not price_list: price_list = given_price_list if price_list: out.price_list_currency = frappe.db.get_value("Price List", price_list, "currency") out["selling_price_list" if party.doctype=="Customer" else "buying_price_list"] = price_list def set_account_and_due_date(party, account, party_type, company, posting_date, doctype): if doctype not in ["Sales Invoice", "Purchase Invoice"]: # not an invoice return { party_type.lower(): party } if party: account = get_party_account(party_type, party, company) account_fieldname = "debit_to" if party_type=="Customer" else "credit_to" out = { party_type.lower(): party, account_fieldname : account, "due_date": get_due_date(posting_date, party_type, party, company) } return out def get_company_currency(): company_currency = frappe._dict() for d in frappe.get_all("Company", fields=["name", "default_currency"]): company_currency.setdefault(d.name, d.default_currency) return company_currency @frappe.whitelist() def get_party_account(party_type, party, company): """Returns the account for the given `party`. Will first search in party (Customer / Supplier) record, if not found, will search in group (Customer Group / Supplier Type), finally will return default.""" if not company: frappe.throw(_("Please select a Company")) if party: account = frappe.db.get_value("Party Account", {"parenttype": party_type, "parent": party, "company": company}, "account") if not account: party_group_doctype = "Customer Group" if party_type=="Customer" else "Supplier Type" group = frappe.db.get_value(party_type, party, scrub(party_group_doctype)) account = frappe.db.get_value("Party Account", {"parenttype": party_group_doctype, "parent": group, "company": company}, "account") if not account: default_account_name = "default_receivable_account" if party_type=="Customer" else "default_payable_account" account = frappe.db.get_value("Company", company, default_account_name) return account def get_party_account_currency(party_type, party, company): def generator(): party_account = get_party_account(party_type, party, company) return frappe.db.get_value("Account", party_account, "account_currency") return frappe.local_cache("party_account_currency", (party_type, party, company), generator) def get_party_gle_currency(party_type, party, company): def generator(): existing_gle_currency = frappe.db.sql("""select account_currency from `tabGL Entry` where docstatus=1 and company=%(company)s and party_type=%(party_type)s and party=%(party)s limit 1""", { "company": company, "party_type": party_type, "party": party }) return existing_gle_currency[0][0] if existing_gle_currency else None return frappe.local_cache("party_gle_currency", (party_type, party, company), generator, regenerate_if_none=True) def validate_party_gle_currency(party_type, party, company, party_account_currency=None): """Validate party account currency with existing GL Entry's currency""" if not party_account_currency: party_account_currency = get_party_account_currency(party_type, party, company) existing_gle_currency = get_party_gle_currency(party_type, party, company) if existing_gle_currency and party_account_currency != existing_gle_currency: frappe.throw(_("Accounting Entry for {0}: {1} can only be made in currency: {2}") .format(party_type, party, existing_gle_currency), InvalidAccountCurrency) def validate_party_accounts(doc): companies = [] for account in doc.get("accounts"): if account.company in companies: frappe.throw(_("There can only be 1 Account per Company in {0} {1}") .format(doc.doctype, doc.name), DuplicatePartyAccountError) else: companies.append(account.company) party_account_currency = frappe.db.get_value("Account", account.account, "account_currency") existing_gle_currency = get_party_gle_currency(doc.doctype, doc.name, account.company) if existing_gle_currency and party_account_currency != existing_gle_currency: frappe.throw(_("Accounting entries have already been made in currency {0} for company {1}. Please select a receivable or payable account with currency {0}.").format(existing_gle_currency, account.company)) @frappe.whitelist() def get_due_date(posting_date, party_type, party, company): """Set Due Date = Posting Date + Credit Days""" due_date = None if posting_date and party: due_date = posting_date credit_days_based_on, credit_days = get_credit_days(party_type, party, company) if credit_days_based_on == "Fixed Days" and credit_days: due_date = add_days(posting_date, credit_days) elif credit_days_based_on == "Last Day of the Next Month": due_date = (get_first_day(posting_date, 0, 2) + datetime.timedelta(-1)).strftime("%Y-%m-%d") return due_date def get_credit_days(party_type, party, company): if party_type and party: if party_type == "Customer": credit_days_based_on, credit_days, customer_group = \ frappe.db.get_value(party_type, party, ["credit_days_based_on", "credit_days", "customer_group"]) else: credit_days_based_on, credit_days, supplier_type = \ frappe.db.get_value(party_type, party, ["credit_days_based_on", "credit_days", "supplier_type"]) if not credit_days_based_on: if party_type == "Customer": credit_days_based_on, credit_days = \ frappe.db.get_value("Customer Group", customer_group, ["credit_days_based_on", "credit_days"]) \ or frappe.db.get_value("Company", company, ["credit_days_based_on", "credit_days"]) else: credit_days_based_on, credit_days = \ frappe.db.get_value("Supplier Type", supplier_type, ["credit_days_based_on", "credit_days"])\ or frappe.db.get_value("Company", company, ["credit_days_based_on", "credit_days"] ) return credit_days_based_on, credit_days def validate_due_date(posting_date, due_date, party_type, party, company): if getdate(due_date) < getdate(posting_date): frappe.throw(_("Due Date cannot be before Posting Date")) else: default_due_date = get_due_date(posting_date, party_type, party, company) if not default_due_date: return if default_due_date != posting_date and getdate(due_date) > getdate(default_due_date): is_credit_controller = frappe.db.get_single_value("Accounts Settings", "credit_controller") in frappe.get_roles() if is_credit_controller: msgprint(_("Note: Due / Reference Date exceeds allowed customer credit days by {0} day(s)") .format(date_diff(due_date, default_due_date))) else: frappe.throw(_("Due / Reference Date cannot be after {0}").format(formatdate(default_due_date))) @frappe.whitelist() def set_taxes(party, party_type, posting_date, company, customer_group=None, supplier_type=None, billing_address=None, shipping_address=None, use_for_shopping_cart=None): from erpnext.accounts.doctype.tax_rule.tax_rule import get_tax_template, get_party_details args = { party_type.lower(): party, "customer_group": customer_group, "supplier_type": supplier_type, "company": company } if billing_address or shipping_address: args.update(get_party_details(party, party_type, {"billing_address": billing_address, \ "shipping_address": shipping_address })) else: args.update(get_party_details(party, party_type)) if party_type in ("Customer", "Lead"): args.update({"tax_type": "Sales"}) if party_type=='Lead': args['customer'] = None del args['lead'] else: args.update({"tax_type": "Purchase"}) if use_for_shopping_cart: args.update({"use_for_shopping_cart": use_for_shopping_cart}) return get_tax_template(posting_date, args) def validate_party_frozen_disabled(party_type, party_name): if party_type and party_name: party = frappe.db.get_value(party_type, party_name, ["is_frozen", "disabled"], as_dict=True) if party.disabled: frappe.throw("{0} {1} is disabled".format(party_type, party_name), PartyDisabled) elif party.is_frozen: frozen_accounts_modifier = frappe.db.get_value( 'Accounts Settings', None,'frozen_accounts_modifier') if not frozen_accounts_modifier in frappe.get_roles(): frappe.throw("{0} {1} is frozen".format(party_type, party_name), PartyFrozen)